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CRM 4 to CRM 2011 Upgrade retaining same environment RRS feed

  • Question

  • Hi,

    Have anybody experience of upgrading their CRM 4 environment by installing CRM 2011 upon the same server. I've learnt examples of organizations getting new hardware, installing fresh CRM 2011 on it and then importing CRM 4 database into deployment manager.

    Though it would be good to understand the other more risky scenario as you have less flexibility in terms of downtime and rollback options.

    Wednesday, August 8, 2012 11:03 AM

Answers

  • Hi,

    I would highly recommend to do a test migration on a separate server - you could imagine that some of your customizations won't work as expected after migration. On this test migration you can correct your scripts, plugins, etc. and insert all to a solution. On day X you stop iis on productive server - uninstall the crm 4.0 server - install the crm 2011 server - start the migration by importing the crm 4.0 database - export your solution from your test migration and import this on your live migration -> Finished!

    That's the way we handle migrations if the customer isn't flexible regarding downtimes...

    Best regards,

    Andreas


    Andreas Buchinger
    Microsoft Dynamics Certified Technology Specialist
    MCPD: SharePoint Developer 2010

    • Marked as answer by Riteshbhai Wednesday, August 8, 2012 4:36 PM
    Wednesday, August 8, 2012 12:53 PM

All replies

  • Hi Riteshbhai,

    Microsoft supports the in-place upgrade method. However this is the upgrade with highest-risk because you can't roll-back easily, you will need to re-install all CRM 4 services etc.

    The best approaches are:

    1. Install new CRM 2011 and import the database (recommended)
    2. Install new CRM2011 but connect to the existing database (you upgrade the existing CRM4 database but if any issues occur, you can simply resttore the database and the CRM 4 servers are intact)

    Regards

    Nuno


    Visit my blog for CRM material, improving performance, kerberos, IFD, development tips, etc. :) http://quantusdynamics.blogspot.com

    Wednesday, August 8, 2012 12:43 PM
  • Hi,

    I would highly recommend to do a test migration on a separate server - you could imagine that some of your customizations won't work as expected after migration. On this test migration you can correct your scripts, plugins, etc. and insert all to a solution. On day X you stop iis on productive server - uninstall the crm 4.0 server - install the crm 2011 server - start the migration by importing the crm 4.0 database - export your solution from your test migration and import this on your live migration -> Finished!

    That's the way we handle migrations if the customer isn't flexible regarding downtimes...

    Best regards,

    Andreas


    Andreas Buchinger
    Microsoft Dynamics Certified Technology Specialist
    MCPD: SharePoint Developer 2010

    • Marked as answer by Riteshbhai Wednesday, August 8, 2012 4:36 PM
    Wednesday, August 8, 2012 12:53 PM
  • Thanks Andreas,

    This is a nice idea considering the limitations.

    Wednesday, August 8, 2012 4:36 PM